Legacy Financial Group

Legacy Financial Group (CRD# 115901) is a financial advisory firm headquartered in Torrance, CA. They manage $114,674,237 in 397 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $288,852
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Legacy Financial Group
Showing 1 - 5 of 5 top financial advisors.
1
Ann A. Cooper
CRD#: 6236774
990 W. 190th Street, Suite 520, Torrance, CA 90502
93
Wealthminder
score

Ann Cooper (CRD# 6236774) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 4 years of experience in the finance industry. Ann Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ray Day
CRD#: 1085188
990 West 190 Street, Suite 520, Torrance, CA 90501
93
Wealthminder
score

Ray Day (CRD# 1085188) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 35 years of experience in the finance industry.

3
Matthew J. Drehs
CRD#: 3107541
990 W. 190th Street, Suite 520, Torrance, CA 90502
93
Wealthminder
score

Matthew Drehs (CRD# 3107541) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 14 years of experience in the finance industry.

4
Donald E. Tanaka
CRD#: 4553408
990 W. 190th Street, Suite 520, Torrance, CA 90502
93
Wealthminder
score

Donald Tanaka (CRD# 4553408) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 15 years of experience in the finance industry.

5
Melanie C. Tanaka
CRD#: 2084929
990 West 190 Street, Suite 520, Torrance, CA 90502
83
Wealthminder
score

Melanie Tanaka (CRD# 2084929) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 27 years of experience in the finance industry.

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